Alareia Master Class
124: Investing in Specialty Accounts
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 0:41:05
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Sinopsis
Edwin Kelly is the CEO & founder of Specialized IRA Services. He's on the show today to talk about all things dealing with self-directed retirements savings accounts, including self-directed IRAs, Health Savings Accounts, and other Roth strategies. In addition to information on these types of accounts, Edwin breaks down some numbers to demonstrate the benefits of investing in these types of accounts. There is a lot of information in this episode, but all with the goal to help you maximize long-term wealth for you and your family. Key Takeaways: [1:30] Edwin's career started when he was back in sixth grade; he started working odd jobs and investing the money he made into essentially a brokerage account. He realized that he made more money when he invested his money than he did working for it. He saw a need for a provider that offers a service and support for clients. [4:20] People are hesitant about self-directed retirement accounts. One of the biggest mistakes people make is that they don't